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Commonwealth Financial Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Commonwealth Financial Services’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.14M Sell
144,242
-326,688
-69% -$7.13M 0.42% 49
2026
Q1 		$10.3M Buy
470,930
+31,748
+7% +$700K 1.63% 18
2025
Q4 		$9.69M Buy
439,182
+17,404
+4% +$385K 1.6% 16
2025
Q3 		$9.34M Buy
421,778
+12,766
+3% +$281K 1.6% 16
2025
Q2 		$8.99M Sell
409,012
-4,322
-1% -$93.6K 1.73% 15
2025
Q1 		$8.98M Buy
413,334
+2,354
+0.6% +$50.6K 1.84% 13
2024
Q4 		$8.78M Buy
410,980
+7,946
+2% +$172K 1.72% 18
2024
Q3 		$8.92M Buy
403,034
+27,321
+7% +$596K 1.76% 16
2024
Q2 		$8.03M Buy
+375,713
New +$7.94M 1.65% 21

Other funds holding IBDV

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Commonwealth Financial Services's IBDV Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 69% in Q2 2026, selling an estimated $7.13M and leaving 144,242 shares worth $3.14M. The position accounts for 0.42% of the portfolio, ranked #49.

Commonwealth Financial Services first reported a position in IBDV in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q1 2026. 59 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Commonwealth Financial Services held 144,242 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.14M as of Q2 2026.
  • Commonwealth Financial Services sold 326,688 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $7.13M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.42% of Commonwealth Financial Services's portfolio in Q2 2026, its #49 holding.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • Commonwealth Financial Services's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $10.3M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.